Stock Analysis

Hyundai Motor Q3: Brokerages cut targets; model cycle seen as key catalyst

In the December quarter, Hyundai Motor India's consolidated net profit rose by 6.3 per cent year-on-year (Y-o-Y) to ₹1,234 crore, as compared to ₹1,160.73 crore a year ago

CV upcycle gathers pace, but brokerages split on Tata Motors outlook

Nomura, which has a 'Buy' rating on Tata Motors with a target price of ₹547, sees clear signs of a CV upcycle gathering momentum, driven by improving industry fundamentals.

ITC posts flat Q3 profit; brokerages cautious on cigarette tax, margin woes

In the December quarter, ITC's consolidated net profit (attributable to owners) came in at ₹4,931.19 crore, affected by a one-time provision related to the new labour codes and a base effect

Voltas Q3 margins surprise, but brokerages flag cost, demand risks

Voltas posted largely in-line revenue for Q3, but better-than-expected profitability, particularly in its UCP segment, prompted a reassessment of near-term margin trends among analysts.

HDFC Sec starts coverage on LG Electronics India with 'Add'; check target

HDFC Securities expects the LG Electronics India's revenue, Ebitda, and adjusted PAT to grow at 8 per cent CAGR each over FY25-28E

Maruti Suzuki Q3 hit by costs as volume push keeps margin pressure alive

Nomura noted that adjusted Ebit margin came in at 8.9 per cent, well below its estimate of 9.9 per cent, with ASPs falling 2.3 per cent quarter-on-quarter (Q-o-Q) to around ₹7.12 lakh.

SBI Card Q3: Spends hold up as credit costs ease; analysts' views divided

Emkay Global Financial Services highlighted that while overall CIF and assets under management (AUM) growth remained soft, mirroring broader industry trends, spending momentum was robust.

SBI Life slips 3% post Q3; Street flags GST impact, sees margin recovery

In Q3, SBI Life Insurance reported a nearly 5 per cent year-on-year (Y-o-Y) increase in net profit at ₹577 crore in the third quarter of 2025-26 (Q3FY26)

Vodafone Idea unveils ₹45k-cr revival plan; analysts cautious on execution

While most analysts accept that Vodafone Idea needs to spend heavily to stay relevant, few are willing to fully buy into management's projections.

Birlasoft Q3 results soft; recovery hinges on deal ramp-up, say analysts

Why Birlasoft share price rose today: Analysts remain optimistic about the company's medium-term recovery driven by deal wins, margin levers, and a gradual revival in key verticals

Analysts raise TVS Motor target price as margins surprise, growth firms up

TVS Motor reported a robust 37 per cent year-on-year (Y-o-Y) rise in revenue in the December quarter, supported by healthy volume growth and steady realisations.

Phillip Capital starts with 'Buy' on SRM Contractors; sees up to 61% upside

According to Phillip Capital, SRM has proven execution capabilities in roads, bridges, tunnels, and slope stabilisation across the extreme terrains of Jammu & Kashmir and Ladakh

Tata Consumer Q3 review: Brokerages upbeat on execution-led growth story

Tata Consumer Q3 review: In Q3, Tata Consumer Products Ltd (TCPL) reported a 38 per cent increase in consolidated net profit (attributed to owners) to ₹384.61 crore in Q3, as compared to ₹278.88 crore

JM Financial initiates coverage on Thermax with 'Reduce' rating; check TP

JM Financial has initiated coverage on Thermax with a 'Reduce' rating and a sum-of-the-parts target price of ₹2,700

Marico Q3 shows steady growth; brokerages bet on margins as copra cools

Marico reported consolidated revenue growth of about 27 per cent year-on-year (Y-o-Y) in Q3FY26, broadly in line with expectations.

Equirus Securities starts coverage on IndiGo with 'Long'; check target

Equirus Securities has initiated coverage on budget-carrier InterGlobe Aviation (IndiGo) with a 'Long' rating, citing India's entry into a multi-decade aviation growth phase

JSW Steel Q3 review: Volumes steady, margins pressured; outlook diverges

On the bourses JSW Steel share price rallied up to 4.01 per cent to an intraday high of ₹1,216.30 per share, nearing its 52-week high of ₹1,223.75.

Brokerages stay positive on Godrej Consumer Products post Q3; here's why

In Q3, the fast-moving consumer goods (FMCG) company Godrej Consumer Products reported a marginal decline in its consolidated net profit at ₹497.91 crore as compared to ₹498.31 crore a year ago

Real estate major DLF's growth seen on track despite Q3 FY26 miss

While some brokerages have cut their earnings estimates, they have a positive outlook in the medium term

IndiGo Q3 weathers disruptions, FX hit; analysts upbeat on long-term growth

Brokerages, while trimming near-term estimates, remain broadly constructive on the airline's longer-term prospects, citing its scale advantage, balance-sheet strength and international expansion.